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Customer Training

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Self-Serve Videos

The following are self-serve videos for Network Setup, Cisco and Poly Desktop Phones, Mobile Client and Desktop Client.

Network Setup for UCx

Unboxing Phones for UCx

Cisco and Poly Desk Phone Video Tutorials

How to Use UCx with Webex

Web Base Training

To enable your enterprise to fully leverage the UCx Hosted Unified Communications Service, we offer customized web-based training courses. The Following are some examples:

Basic Phone Training: 45-60 minutes

  • Setting up Voice Mail
  • No answer greeting, busy greeting, extended absence, and Do Not Disturb
  • Using the the phone
  • Placing and answering calls, using Hold & Resume, managing multiple simultaneous calls
  • Transferring, Conferencing, Forwarding
  • Creating Contacts, Call Lists and Favorites
  • Additional Training if Applicable: Call Park and Call Pickup; Paging

Administrator Training: 30-45 minutes

  • Logging in
  • Navigation within UCx Web Portal
  • Groups
  • Password resets
  • User changes – name, voice messaging settings, email with WAV file
  • Services – Auto Attendants, Hunt Groups, Hold Music
  • Recording an Auto Attendant greeting
  • Voice Portal
  • Schedules
  • Additional Training if Applicable: Call Pickup groups; Call Center Admin (basics of managing Call Centers)

UCx Desktop Client Training: 45-60 minutes

  • Installing the client
  • IM/Chat
  • Presence
  • Calling
  • Audio Conferencing
  • Collaboration
  • Settings and Preferences

UCx Premium Desktop/Mobile Client Training: 45-60 minutes

  • Desktop Sharing
  • File Sharing
  • UCx mobile client (iOS or Android)
  • UCx Anywhere

Advanced User Training: 10-20 minutes per module

Modules added to Basic User Training

  • User version of Web Portal
  • Call Center Agent
  • Meet-Me Conferencing
  • Web Collaboration
  • SmartRecord Administrator
  • Real-Time Applications
  • CRM Integrator

Additional Training if Applicable: 15-30 minutes per module

  • Call Center
  • Resources
  • Utilities
  • Reports

Receptionist Training: 45-60 minutes

Includes live call coaching and assistance

  • Logging in
  • Setting up workspace
  • Directories, Searching, Favorites
  • BLF
  • Managing inbound calls from the software
  • Managing multiple simultaneous calls
  • Transferring and conferencing calls
  • Ad-hoc dialing

Call Center Supervisor Training: 45-60 minutes

  • Logging in
  • Setting up workspace
  • Directories, Searching, Agents, Queues
  • Adding an Agent to a Queue
  • Turning on Monitoring of Agent
  • Queues
  • Moving a call to top of Queue
  • Dashboard and Stats

Your Service Delivery Specialist will review the specific training that is included for your particular installation, and will make arrangements for any additional training you feel would be beneficial.

Training scheduled at out-of-region locations are subject to mileage and/or travel expenses (including, but not limited to, airfare and lodging accommodations).

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